Welcome to Coast to Coast Financial Planning

I would like to personally thank you for coming here to learn more about us. At Coast to Coast Financial Planning, our mission statement is "To help our clients financially plan for and live in the retirement years whether they work, volunteer or play...to feel relaxed along the way." We want you to love what you do, wherever you are, Coast to Coast!

We offer our clients retirement income planning using various investment management* and insurance options with a focus on liquidity & cash flow planning from your assets, business and/or real estate.

We also discuss asset protection planning for potential estate, long term care and/or business succession expenses. In addition we offer referrals to reputable accounting, legal, LTC, Medicare, mortgage and other business partners.

While based in Chatham, MA we work out of locations on Nantucket and in Naples, FL. Many clients have relocated to or spend time in other locations so with today's technology and ease of travel, we truly are "Coast to Coast"!  

                                                          Thank you for visiting and please feel free to call or email if interested in a discussion or meeting.  Jane Bourette

 

Please enjoy this short interview with Jane about our company...